MBL Wealth’s Blackrock BLK Stock Holding History

MBL Wealth’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Buy	1,043 +74	+8%	+$77.9K	0.08%	125
2025 Q4	$1.04M	Buy	969 +426	+78%	+$466K	0.08%	116
2025 Q3	$633K	Sell	543 -22	-4%	-$24.6K	0.06%	137
2025 Q2	$593K	Buy	565 +44	+8%	+$41.6K	0.06%	131
2025 Q1	$493K	Buy	521 +94	+22%	+$92.1K	0.05%	133
2024 Q4	$438K	Buy	+427	New	+$433K	0.04%	146
2024 Q3	–	Sell	-421	Closed	-$331K	–	210
2024 Q2	$331K	Sell	421 -38	-8%	-$29.6K	0.04%	152
2024 Q1	$383K	Buy	459 +11	+2%	+$8.84K	0.04%	140
2023 Q4	$364K	Buy	448 +5	+1%	+$3.49K	0.05%	131
2023 Q3	$286K	Buy	443 +52	+13%	+$36.3K	0.04%	140
2023 Q2	$270K	Sell	391 -10	-2%	-$6.7K	0.04%	141
2023 Q1	$268K	Buy	401 +35	+10%	+$24.7K	0.04%	134
2022 Q4	$259K	Hold	366	–	–	0.05%	136
2022 Q3	$201K	Hold	366	–	–	0.04%	149
2022 Q2	$223K	Sell	366 -160	-30%	-$104K	0.06%	128
2022 Q1	$402K	Buy	+526	New	+$411K	0.1%	111
2021 Q1	$423K	Buy	562 +20	+4%	+$14.5K	0.15%	97
2020 Q4	$391K	Buy	+542	New	+$359K	0.15%	84

Other funds holding BLK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return